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Conceptually, alpha is used to assess the excess returns of an investing strategy relative to industry standards. Alpha is constantly pursued by capital market participants but is very uncommon and difficult to reproduce consistently.


Defi Alpha – Archive


White pencil sketch on black of the Shiny Coins #28 coins: BAT, TIA, INJ, NEAR, ZEC, ZK, WAL and Sonic
While BTC holds the $82K line after a brief dip under $80K and roughly $950 million in liquidations, selective altcoins are posting double-digit weekly gains on real catalysts. Bitcoin is changing hands around $82,260 today, October 16, 2026, after briefly dipping under $80,000 earlier in the week on hotter-than-expected U.S. CPI and PPI prints that revived rate-hike talk and triggered roughly $950 million in crypto liquidations. Dominance s…
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Shiny Coins #27 – AI Agents and Bank Tokenization Keep the Heat On
Bitcoin is trading around $82,800–$82,900 on October 10, 2026, roughly flat-to-slightly red on the week after earlier October swings, with total crypto market capitalization near $2.80 trillion. BTC dominance sits near 59.5%, and the Fear & Greed Index is in neutral territory (sources ranging mid-40s to mid-60s depending on the gauge). Macro is quiet—no fresh CPI shock yet—while the tape shows selective risk-on rotation rather than broad al…
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Target Up to 18.99% Moderate Annualized Return, Inside Ondo’s BLKGRWon High-Growth Basket
BLKGRWon is an open-ended tracker certificate structured under Swiss law as a Ledger-Based Security (Registerwertrechte according to Art. 973d et seqq. of the Swiss Code of Obligations). Issued by Ondo Global Markets (BVI) Limited under a Base Prospectus approved by Liechtenstein’s Financial Market Authority (FMA), the product brings institutional portfolio management directly to the Ethereum blockchain. Factsheet MetricDetailsNameOndo Hi…
Kamino Institutional 8% APY on Solana Based on Cargo Shipping
Stablecoins are crypto’s hardest-working assets — except when they’re sitting idle. As OnChain Times’ recent “Cash Cargo” coverage highlights, a quiet migration is underway: treasuries and funds are loading their dollars onto Solana. The port of entry? Kamino’s Institutional Yield — a purpose-built product that converts parked USDC into lending-powered, auto-compounding returns. What is Kamino? Kamino Finance is a full-stack DeFi protocol…
Shiny Coins #26 – Warsh Hikes, Zcash Prints ,500, Uniswap Gets the Stock Tape
Friday, September 18, 2026. Bitcoin last printed around $81,200, up about +5% on seven days that started with a Fed chair and ended with an $81k screenshot. Last Saturday we sat near $77,280 waiting for Wednesday. The FOMC delivered exactly what the hot core print had advertised: a unanimous 25-basis-point hike to a 3.75–4.00% funds range — the first increase since 2023 — and a dot plot that still wants another quarter-point before year-end. Ch…
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Shiny Coins #25 – Zcash Tags ,300 as CPI Hands the Bid to Ethereum
Saturday, September 12, 2026. Bitcoin last printed around $77,280, down −3.0% on seven days that hid two circuses. The tape leaked from last Friday’s ~$79,670 close into the mid-$76,000s, then August CPI landed: headline +0.4% / +3.4% year-over-year in line, core +0.3% versus 0.2% expected, annual core 2.4%. Bitcoin wicked to roughly $76,050, ripped toward $79,800, and parked back at $77k. Spot bitcoin ETFs flipped last week’s $731 million infl…
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Friday, September 4, 2026. Bitcoin last printed around $79,670, up a quiet-looking +2.9% on seven days that hid a full circus. The tape climbed from the high-$77,000s into a $82,281 wick after Fed Governor Christopher Waller said a September hold was still on the table and spot bitcoin ETFs booked a fat inflow day — CoinDesk put Thursday’s haul near $731 million. Strategy added another 4,603 BTC (~$370 million) after its summer pause. Then the…
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Win While You Stake, Gamified DeFi on Solana
Tramplin is a gamified, prize-linked staking protocol native to the Solana blockchain. Designed to merge decentralized finance (DeFi) yields with lottery mechanics, the protocol enables users to stake supported assets while automatically participating in recurring prize draws. Instead of traditional, static staking where participants only accrue standard yields, Tramplin aggregates collective staking rewards to fund automated jackpot prize p…
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Shiny Coins #22 – Privacy Coins and Degens Hijack Bitcoin’s Best Week in Years as Greed Floods Back In
Bitcoin closed the week near the mid-$77,000s after a roughly 23–24% climb from the low $63k region, its strongest weekly performance in years. Total crypto market capitalization expanded into the $2.66–2.72 trillion range. Bitcoin dominance hovered around 57–58.5%, giving alts some room to breathe. The Fear & Greed Index flipped hard from the mid-20s/30s (fear) last week into the low-to-mid 70s (greed), with some readings touching extreme…
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Bitcoin is hovering near the $63,000 level on August 15, 2026, after a roughly 3% decline over the past seven days from the mid-$64,000s–$65,000 area. Dominance sits around 56%, total crypto market capitalization is approximately $2.25 trillion after a mild weekly pullback, and the Fear & Greed Index is reading in the mid-30s (Fear). Macro remains a headwind with ongoing rate and regulatory uncertainty, yet certain narratives refuse to die…
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